VANGUARD MEGA CAP GROWTH ETF MGK
$87.01
-1.0% 52w: $69.31 – $91.97
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data69.3180.6491.97
Jun 20, 2025 Jul 2, 2026
Institutional holders
950
-26 QoQ
13F value
$14.49B
-15.7% QoQ
Smart-money holders
27
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
5.7×
$84.8M calls / $14.9M puts
Institutional value by quarter
Number of holders
Who owns MGK?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ASSETMARK, INC | Wealth advisor | 8.5M | $3.12B | 6.4% | -1.2% |
| Cassaday & Co Wealth Management LLC | Wealth advisor | 3.7M | $1.37B | 29.1% | +1.3% |
| MORGAN STANLEY | Bank broker | 2.5M | $936.8M | 0.1% | -3.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.0M | $747.1M | 0.1% | -1.2% |
| LPL Financial LLC | Bank broker | 1.2M | $424.3M | 0.1% | -1.6% |
| UBS Group AG | Bank broker | 1.0M | $381.3M | 0.1% | -5.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 869.4K | $319.4M | 0.6% | -18.3% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 859.0K | $315.6M | 2.7% | -1.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 796.8K | $292.8M | 0.1% | +4.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 749.5K | $275.4M | 0.1% | +0.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 711.3K | $261.4M | 0.1% | +5.9% |
| ANGELES WEALTH MANAGEMENT, LLC | Wealth advisor | 571.2K | $209.9M | 11.4% | -3.1% |
| Cerity Partners LLC | Diversified mechanical | 541.2K | $200.7M | 0.3% | +20.1% |
| Merit Financial Group, LLC | Wealth advisor | 542.4K | $199.3M | 1.5% | -14.3% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 531.7K | $195.4M | 0.1% | +2.7% |
| ROYAL BANK OF CANADA | Bank broker | 466.3K | $171.3M | 0.0% | +2.0% |
| Howard Capital Management Inc. | Wealth advisor | 454.7K | $167.1M | 2.7% | -64.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 434.1K | $159.5M | 0.0% | +17.9% |
| Facet Wealth, Inc. | Wealth advisor | 326.5K | $120.0M | 2.1% | +6.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 286.1K | $105.2M | 0.2% | +23.5% |
| PETREDIS INVESTMENT ADVISORS LLC | Other | 275.2K | $101.1M | 8.3% | +0.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 254.8K | $93.6M | 0.1% | +15.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 239.3K | $87.9M | 0.2% | -2.1% |
| Portfolio Strategies, Inc. | Wealth advisor | 234.7K | $86.5M | 10.7% | -1.6% |
| Strategic Investment Advisors / MI | Wealth advisor | 235.0K | $86.4M | 6.0% | +27.4% |
| Falcon Wealth Planning | Wealth advisor | 233.7K | $85.9M | 5.9% | +6.0% |
| HighTower Advisors, LLC | Diversified mechanical | 226.5K | $83.2M | 0.1% | -1.3% |
| FIFTH THIRD BANCORP | Diversified mechanical | 226.5K | $83.2M | 0.2% | +75906.0% |
| Black Diamond Financial, LLC | Wealth advisor | 208.5K | $76.6M | 8.4% | -5.4% |
| Mariner, LLC | Diversified mechanical | 195.9K | $72.0M | 0.1% | +4.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 192.3K | $70.7M | 0.1% | +2.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 188.6K | $69.3M | 0.1% | -10.4% |
| IFC Advisors LLC | Wealth advisor | 187.5K | $68.9M | 9.9% | +2.8% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 185.1K | $68.0M | 0.8% | +1.2% |
| Praetorian Wealth Management, Inc. | Wealth advisor | 168.4K | $64.6M | 12.3% | +5.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 174.0K | $63.9M | 0.0% | -24.8% |
| Gratus Wealth Advisors, LLC | Wealth advisor | 162.6K | $59.8M | 8.6% | -2.6% |
| Cetera Investment Advisers | Wealth advisor | 156.8K | $57.6M | 0.1% | -17.4% |
| Leelyn Smith, LLC | Other | 152.0K | $55.9M | 7.8% | +6.1% |
| JPMORGAN CHASE & CO | Bank broker | 148.5K | $52.5M | 0.0% | +28.7% |
| Beacon Capital Management, LLC | Wealth advisor | 135.4K | $49.7M | 8.8% | -13.4% |
| Creative Planning | Wealth advisor | 134.6K | $49.4M | 0.0% | -1.1% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 126.3K | $46.4M | 1.9% | +3.2% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | Wealth advisor | 119.1K | $43.7M | 3.8% | +1.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 111.5K | $41.0M | 0.1% | +4.8% |
| Bernardo Wealth Planning LLC | Wealth advisor | 104.0K | $38.2M | 7.5% | -3.2% |
| Lido Advisors, LLC | Wealth advisor | 103.2K | $37.9M | 0.2% | -2.0% |
| BTG Pactual Asset Management US LLC | Quant stat arb | 97.9K | $36.0M | 3.6% | +4.6% |
| MEANS INVESTMENT CO., INC. | Wealth advisor | 95.8K | $35.2M | 3.1% | -0.9% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 94.6K | $34.8M | 0.2% | +1247.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.